The Business Exchange Bath & Somerset Issue 33: Summer 2024 | Page 18

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Want to be in control of when you start your next chapter ? We can take a 360-degree view of your business and personal goals to create a long-term financial plan that will get you there .
A dvising Business O w n e r s B u s i n e s s advice to power y o u r f u t u r e
Associate Partner Practice
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D i p P F S R egistered Member o f the Personal Finance Society
D i r e c t o r
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Kn ee Financial P l a n n i n g i s an Appointed Representative of and represents only St . J a m e s ’ s Place Wealth Management plc ( which is authorised and regulated by the Financia l Co n d u c t A u t h o r i t y ) f o r the purpose of advising solely on the group ’ s wealth management p r o d u c t s and services , more details o f which are set o u t on the group ’ s w e b s i t e w w w . s j p . c o . u k / p r o d u c t s . The ‘ St . J a m e s ’ s Place Partnership ’ and the titles ‘ P a r t n e r ’ and ‘ Partner P r a c t i c e ’ are marketing terms used to describe St . J a m e s ’ s Place representatives .
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